Steigerwald, Gordon & Koch Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Steigerwald, Gordon & Koch Inc. reported 117 stock positions worth $896.0 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Microsoft (MSFT, 3.6%) and JPMorgan Chase (JPM, 3.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 10, added to 42 and reduced 61. The biggest buy was Linde (LIN, shares +4421%) and the biggest sale an exit from Celanese (CE).
- Most Recent 13F
- Q2 2026
- Location
- LEESBURG, VA
- CIK
- 0001731876
- Portfolio Value
- $896.0M (Q1 2025)
- SEC Filing
- 0001172661-25-001477 ↗ filed Apr 10, 2025
Holdings Value
Holdings 117 stocks · $896.0M
| AAPL Apple Inc. | 4.89% | 197,221 | $43.8M | Reduce -2.0% |
| MSFT Microsoft Corp. | 3.63% | 86,586 | $32.5M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 3.47% | 126,825 | $31.1M | Reduce -2.3% |
| V Visa Inc. Class A | 3.19% | 81,456 | $28.5M | Reduce -1.1% |
| CHKP Check Point Software Tech | 3.12% | 122,832 | $28.0M | Reduce -1.4% |
| DKS Dick's Sporting Goods Inc. | 3.04% | 135,236 | $27.3M | Reduce -3.7% |
| DE Deere & Co. | 2.90% | 55,275 | $25.9M | Reduce -2.5% |
| SYK Stryker Corp. | 2.84% | 68,349 | $25.4M | Reduce -1.4% |
| RTX RTX Corp. | 2.83% | 191,198 | $25.3M | Reduce -1.1% |
| MCK McKesson Corp. | 2.81% | 37,361 | $25.1M | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 2.80% | 95,012 | $25.1M | Reduce -0.9% |
| WMT Walmart Inc. | 2.77% | 282,353 | $24.8M | Reduce -2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.76% | 99,591 | $24.8M | Reduce -1.6% |
| ADP Automatic Data Processing | 2.72% | 79,784 | $24.4M | Reduce -1.0% |
| WFC Wells Fargo & Co. | 2.71% | 337,832 | $24.3M | Reduce -1.1% |
| CACI Caci International Inc. Class A | 2.56% | 62,519 | $22.9M | Add +0.7% |
| AMGN Amgen Inc. | 2.44% | 70,087 | $21.8M | Reduce -0.5% |
| ACN Accenture PLC Class A | 2.41% | 69,188 | $21.6M | Reduce -0.6% |
| ELV Elevance Health Inc. | 2.16% | 44,544 | $19.4M | Add +0.2% |
| CARR Carrier Global Corp. | 2.15% | 303,931 | $19.3M | Reduce -0.6% |
| ZTS Zoetis Inc. | 2.14% | 116,670 | $19.2M | Add +0.1% |
| VTR Ventas Inc. | 2.13% | 277,773 | $19.1M | Reduce -0.1% |
| KMI Kinder Morgan Inc. | 2.12% | 665,755 | $19.0M | Reduce -0.6% |
| JNJ Johnson & Johnson | 2.08% | 112,353 | $18.6M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.94% | 245,245 | $17.4M | Add +0.1% |
| OTIS Otis Worldwide Corp. | 1.79% | 155,397 | $16.0M | Reduce -0.1% |
| KO The Coca-Cola Co. | 1.76% | 220,560 | $15.8M | Reduce -0.7% |
| ADBE Adobe Inc. | 1.74% | 40,764 | $15.6M | Reduce -0.3% |
| SYY Sysco Corp. | 1.64% | 195,845 | $14.7M | Reduce -0.3% |
| OMC Omnicom Group | 1.47% | 158,971 | $13.2M | Reduce -1.9% |
| PFE Pfizer Inc. | 1.44% | 508,666 | $12.9M | Add +0.9% |
| DD Dupont DE Nemours Inc. | 1.35% | 161,824 | $12.1M | Add +0.9% |
| RVTY Revvity Inc. | 1.34% | 113,853 | $12.0M | Reduce -0.5% |
| GIS General Mills Inc. | 1.32% | 197,765 | $11.8M | Reduce -1.6% |
| UPS United Parcel Service Class B | 1.29% | 104,932 | $11.5M | Add +0.1% |
| T AT&T Inc. | 1.23% | 389,040 | $11.0M | Add +2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 110,108 | $10.9M | Add +0.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.21% | 118,263 | $10.9M | Reduce -1.1% |
| LIN Linde PLC | 1.17% | 22,470 | $10.5M | Add +4421.1% |
| GOOGL Alphabet Inc. Class A | 1.12% | 64,728 | $10.0M | Add +477.2% |
| ORCL Oracle Corp. | 0.97% | 62,453 | $8.7M | Add +967.0% |
| IVV iShares Core S&P 500 ETF | 0.94% | 14,946 | $8.4M | Reduce -1.4% |
| BA The Boeing Co. | 0.62% | 32,602 | $5.6M | Reduce -9.1% |
| DOW Dow Inc. | 0.49% | 126,047 | $4.4M | Reduce -31.9% |
| BWA Borgwarner Inc. | 0.44% | 137,564 | $3.9M | Reduce -21.5% |
| CTVA Corteva Inc. | 0.41% | 58,705 | $3.7M | Reduce -7.1% |
| DHR Danaher Corp. | 0.37% | 16,361 | $3.4M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 27,283 | $2.9M | Reduce -2.9% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 44,290 | $2.6M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.29% | 3,093 | $2.6M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.28% | 23,279 | $2.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 0.27% | 12,495 | $2.4M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 3,864 | $2.1M | Add +0.6% |
| PHIN Phinia Inc. | 0.21% | 43,702 | $1.9M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 3,169 | $1.8M | Add +3.7% |
| PG The Procter & Gamble Co. | 0.19% | 10,034 | $1.7M | Reduce -1.2% |
| HD Home Depot Inc. | 0.18% | 4,405 | $1.6M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.18% | 2,773 | $1.6M | Add +3.5% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 18,100 | $1.5M | Reduce -29.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 5,094 | $1.4M | Reduce -25.6% |
| GOOG Alphabet Inc. Class C | 0.15% | 8,630 | $1.3M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.15% | 1,424 | $1.3M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.13% | 3,604 | $1.2M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.11% | 8,079 | $961K | Add +6.5% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 6,914 | $892K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.10% | 13,831 | $854K | Reduce -5.3% |
| LMT Lockheed Martin Corp. | 0.09% | 1,812 | $810K | Add +35.9% |
| MA Mastercard Inc. Class A | 0.09% | 1,453 | $796K | Reduce -1.4% |
| BCPC Balchem Corp. | 0.08% | 4,340 | $720K | No change |
| RDNT Radnet Inc. | 0.08% | 14,370 | $714K | Reduce -7.1% |
| ABBV Abbvie Inc. | 0.08% | 3,361 | $704K | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.07% | 1,282 | $671K | Reduce -0.8% |
| CB Chubb Ltd. | 0.07% | 2,207 | $666K | Reduce -1.3% |
| FTV Fortive Corp. | 0.07% | 8,992 | $658K | Add +0.0% |
| TSLA Tesla Inc. | 0.07% | 2,316 | $600K | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.07% | 3,502 | $586K | Reduce -8.7% |
| ABT Abbott Laboratories | 0.06% | 4,186 | $555K | Reduce -0.7% |
| VLTO Veralto Corp. | 0.06% | 5,470 | $533K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 3,185 | $529K | Add +1.0% |
| MRK Merck & Co. Inc. | 0.06% | 5,875 | $527K | Add +1.1% |
| DUK Duke Energy Corp. | 0.06% | 4,288 | $523K | Add +1.9% |
| AXP American Express Co. | 0.06% | 1,884 | $507K | Add +15.3% |
| EVLV Evolv Technologies Holdings | 0.05% | 150,563 | $470K | No change |
| PEP Pepsico Inc. | 0.05% | 3,114 | $467K | Add +25.0% |
| MCD McDonald's Corp. | 0.05% | 1,448 | $452K | Add +7.7% |
| PANW Palo Alto Networks Inc. | 0.05% | 2,634 | $449K | No change |
| NFLX Netflix Inc. | 0.05% | 480 | $448K | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 0.05% | 813 | $418K | Reduce -46.1% |
| ORLY O'reilly Automotive Inc. | 0.05% | 286 | $410K | No change |
| ICF iShares Select U.S. REIT ETF | 0.04% | 6,414 | $395K | Reduce -3.7% |
| VZ Verizon Communications Inc. | 0.04% | 8,581 | $389K | Reduce -1.7% |
| COF Capital One Financial Corp. | 0.04% | 2,103 | $377K | Add +2.1% |
| SNA Snap-on Inc. | 0.04% | 1,090 | $367K | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 3,751 | $348K | Reduce -6.1% |
| NSC Norfolk Southern Corp. | 0.04% | 1,467 | $348K | Reduce -0.8% |
| CVX Chevron Corp. | 0.04% | 2,068 | $346K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 585 | $320K | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.04% | 4,804 | $316K | No change |
| SBUX Starbucks Corp. | 0.03% | 3,101 | $304K | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 3,998 | $302K | Add +4.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $247K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 200 | $247K | No change |
Total filed on the 13F, all lines: $896.2M.
Portfolio Sells Q4 2024 → Q1 2025
| CE Celanese Corp. | Sold out | 0.00% | −0.85 |
| AAPL Apple Inc. | Reduce -2.0% | 4.89% | −0.80 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.7% | 3.04% | −0.59 |
| MSFT Microsoft Corp. | Reduce -1.2% | 3.63% | −0.55 |
| ACN Accenture PLC Class A | Reduce -0.6% | 2.41% | −0.36 |
| DOW Dow Inc. | Reduce -31.9% | 0.49% | −0.35 |
| TROW T Rowe Price Group Inc. | Reduce -1.1% | 1.21% | −0.31 |
| ADBE Adobe Inc. | Reduce -0.3% | 1.74% | −0.31 |
| CARR Carrier Global Corp. | Reduce -0.6% | 2.15% | −0.21 |
| BWA Borgwarner Inc. | Reduce -21.5% | 0.44% | −0.19 |
| WMT Walmart Inc. | Reduce -2.2% | 2.77% | −0.18 |
| GIS General Mills Inc. | Reduce -1.6% | 1.32% | −0.13 |
| OMC Omnicom Group | Reduce -1.9% | 1.47% | −0.11 |
| RVTY Revvity Inc. | Reduce -0.5% | 1.34% | −0.10 |
| BA The Boeing Co. | Reduce -9.1% | 0.62% | −0.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.94% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -25.6% | 0.16% | −0.07 |
| SYY Sysco Corp. | Reduce -0.3% | 1.64% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.3% | 0.17% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.9% | 0.32% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.27% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -46.1% | 0.05% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.15% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 3.47% | −0.04 |
| RDNT Radnet Inc. | Reduce -7.1% | 0.08% | −0.04 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.07% | −0.04 |
| AVGO Broadcom Inc. | Reduce -8.7% | 0.07% | −0.04 |
| PHIN Phinia Inc. | Reduce -1.4% | 0.21% | −0.03 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -6.4% | 0.18% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Reduce -13.0% | 0.03% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.1% | 0.04% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 2.71% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.1% | 0.03% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -5.3% | 0.10% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.19% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -3.7% | 0.04% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.8% | 0.04% | −0.00 |
| SBUX Starbucks Corp. | Reduce -2.9% | 0.03% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.07% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 0.03% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| LIN Linde PLC | Add +4421.1% | 1.17% | +1.14 |
| GOOGL Alphabet Inc. Class A | Add +477.2% | 1.12% | +0.88 |
| ORCL Oracle Corp. | Add +967.0% | 0.97% | +0.86 |
| ELV Elevance Health Inc. | Add +0.2% | 2.16% | +0.31 |
| T AT&T Inc. | Add +2.8% | 1.23% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.23% | +0.03 |
| ATO Atmos Energy Corp. | New | 0.02% | +0.02 |
| NOC Northrop Grumman Corp. | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +35.9% | 0.09% | +0.02 |
| XOM Exxon Mobil Corp. | Add +6.5% | 0.11% | +0.01 |
| ABBV Abbvie Inc. | Add +3.8% | 0.08% | +0.01 |
| PEP Pepsico Inc. | Add +25.0% | 0.05% | +0.01 |
| WEC WEC Energy Group Inc. | Add +18.4% | 0.03% | +0.01 |
| DUK Duke Energy Corp. | Add +1.9% | 0.06% | +0.01 |
| MCD McDonald's Corp. | Add +7.7% | 0.05% | +0.01 |
| QCOM Qualcomm Inc. | Add +24.5% | 0.03% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +24.9% | 0.03% | +0.01 |
| NFLX Netflix Inc. | Add +6.0% | 0.05% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.7% | 0.03% | +0.00 |
| AXP American Express Co. | Add +15.3% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +3.5% | 0.18% | +0.00 |
| COF Capital One Financial Corp. | Add +2.1% | 0.04% | +0.00 |
| UNP Union Pacific Corp. | Add +0.1% | 0.03% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 0.10% | −0.00 |
| SNA Snap-on Inc. | Add +0.4% | 0.04% | −0.00 |
| LOW Lowe's Cos Inc. | Add +1.6% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.03% | −0.00 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.04% | −0.00 |
| CSX CSX Corp. | Add +0.0% | 0.02% | −0.00 |
| FTV Fortive Corp. | Add +0.0% | 0.07% | −0.00 |
| ZTS Zoetis Inc. | Add +0.1% | 2.14% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.7% | 0.20% | −0.00 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.06% | −0.01 |
| CAT Caterpillar Inc. | Add +5.8% | 0.13% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.06% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.6% | 0.29% | −0.02 |
| DD Dupont DE Nemours Inc. | Add +0.9% | 1.35% | −0.03 |
| NEE Nextera Energy Inc. | Add +0.1% | 1.94% | −0.04 |
| DHR Danaher Corp. | Add +0.0% | 0.37% | −0.05 |
| NVDA Nvidia Corp. | Add +0.4% | 0.28% | −0.07 |
| PFE Pfizer Inc. | Add +0.9% | 1.44% | −0.07 |
| DIS The Walt Disney Co. | Add +0.3% | 1.21% | −0.17 |
| UPS United Parcel Service Class B | Add +0.1% | 1.29% | −0.21 |
| CACI Caci International Inc. Class A | Add +0.7% | 2.56% | −0.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 764 | $1.0B | AAPL, JPM, RTX, DE, GOOGL |
| Q1 2026 | 778 | $973.9M | AAPL, JPM, RTX, WMT, CACI |
| Q4 2025 | 916 | $1.0B | AAPL, MSFT, JPM, RTX, CACI |
| Q3 2025 | 818 | $1.0B | AAPL, MSFT, JPM, RTX, CACI |
| Q2 2025 | 123 | $948.0M | MSFT, AAPL, JPM, CACI, IBM |
| Q1 2025 | 117 | $896.0M | AAPL, MSFT, JPM, V, CHKP |
| Q4 2024 | 125 | $884.9M | AAPL, MSFT, DKS, JPM, WMT |
| Q3 2024 | 127 | $916.9M | AAPL, MSFT, CACI, DKS, JPM |
| Q2 2024 | 122 | $826.5M | AAPL, MSFT, DKS, CACI, JPM |
| Q1 2024 | 123 | $803.5M | MSFT, AAPL, DKS, JPM, SYK |